See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,402 | $214,378-68.1% | $200,582-65.9% | $142,382-52.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 4.69% | 46.41%-41.7pp | 42.33%-37.6pp | 217.08%-212.4pp |
| Employer contribution / active EE | $14,231 | $6,841+108.0% | $6,419+121.7% | $4,299+231.0% |
| Participant deferral / active EE | $15,758 | $9,865+59.7% | $9,331+68.9% | $6,507+142.2% |
| Admin fee / account holder | $20,271 | $17,692+14.6% | $16,305+24.3% | $12,624+60.6% |